[0001] The present invention relates to an elevator supervision method and system which
greatly simplify the components used in and the architecture of the safety chain but
yet enhance the operating performance of an elevator.
[0002] Historically it has been standard practice within the elevator industry to strictly
separate the collection of information for safety purposes from that for elevator
control purposes. This is partly due to the fact that the elevator controller requires
information at high precision and frequency regarding the car's position and speed,
whereas the most important factor for the safety chain is that the information supplied
to it is guaranteed as fail-safe. Accordingly, while the sensor technology used to
supply the controller with information has improved dramatically over recent years,
the sensors used in elevator safety chains are still based on relatively old "tried
and trusted" mechanical or electromechanical principles with very restricted functionality;
the conventional overspeed governor is set to actuate at a single predetermined overspeed
value and the collection of safety-relevant positional information is restricted to
the hoistway ends and the landing door zones.
[0003] Since the controller and the safety chain systems independently gather the same information
to a certain extent, there has always been a partial redundancy in the collection
of information within existing elevator installations.
[0004] A prior art system which discloses a control system for elevators is known from
EP-A-0477976.
[0005] There have been proposals to replace components of the safety chain, for example
the conventional overspeed governors and the emergency limit switches at the hoistway
ends, with more intelligent electronic or programmable sensors. Such a system has
been described in
WO-A1-03/011733 wherein a single-track of Manchester coding mounted along the entire elevator hoistway
is read by sensors mounted on the car and provides the controller with very precise
positional information. Furthermore, since it incorporates two identical sensors connected
to two mutually supervising processors it fulfils the required parallel redundancy
criterion to provide fail-safe safety chain information. However, it will be appreciated
that this system is relatively expensive as it necessarily includes a redundant sensor
and is therefore more appropriate to high-rise elevator applications than to low and
medium-rise installations. Furthermore, since identical sensors are used to measure
the same parameter it is inherent that they are more likely to fail at approximately
the same time since they are susceptible to the same manufacturing tolerances and
operating conditions.
[0006] It is the objective of the present invention to greatly simplify the components used
in and the architecture of the safety chain but yet enhance the operating performance
of an elevator by using more intelligent systems for the collection of hoistway information.
This objective is achieved by providing a method and system for supervising the safety
of an elevator having a car driven by driving means in accordance with the appended
claims wherein a travel parameter of the car is sensed and continually compared with
a similarly sensed travel parameter of the driving means. If the comparison shows
a large deviation between the two parameters, an emergency stop is initiated. Otherwise
one of the travel parameters is output as a verified signal. The verified signal is
then compared with predetermined permitted values. If it lies outside the permitted
range then an emergency stop is initiated. The travel parameters sensed for the car
and the driving means can be one of the following physical quantities; position, speed
or acceleration.
[0007] Since the verified signal is derived from the comparison of signals from two independent
sensor systems, it satisfies current safety regulations.
[0008] Furthermore, since the two independent sensor systems monitor different parameters,
there is an increased functionality; for example the method and system can easily
determine deviations between the operation of the driving means and the travel of
the car and initiate a safe reaction if appropriate.
[0009] The travel parameter of the car can be sensed by mounting a sensor on the car or,
if an existing installation is to be modernised, the travel parameter of the car can
be sensed by mounting a sensor on an overspeed governor.
[0010] Whereas the conventional overspeed governor has a single predetermined overspeed
value, the current invention uses a registry of permitted values so that the overspeed
value could be dependent on the position of the car within an elevator shaft for example.
[0011] Preferably the deceleration of the car is monitored immediately after every emergency
stop. If the deceleration is below a specific value, safety gear mounted on the car
is activated to bring the car to a halt. In the conventional system, the safety gear
is only activated at the predetermined overspeed value. So, for example, if the traction
rope of an elevator installation were to break, the conventional system would release
the safety gear to halt the car only after it has reached the relatively high overspeed
limit. Understandably this frictional breaking the car against the guide rail by means
of the safety gear at such high speeds can cause serious deterioration of the guide
rails and more importantly exert a very uncomfortable impact on any passengers riding
in the car.
[0012] The invention is herein described by way of specific examples with reference to the
accompanying drawings of which:
Figure 1 is a schematic representation of the sensor systems employed in an elevator
installation according to a first embodiment of the present invention;
Figure 2 is a signal flow diagram showing how the signals derived from the sensor
systems of Fig. 1 are processed to derive safety-relevant shaft information;
Figure 3 is a schematic representation of the sensor systems employed in an elevator
installation according to a second embodiment of the present invention;
Figure 4 is a signal flow diagram showing how the signals derived from the sensor
systems of Fig. 3 are processed to derive safety-relevant shaft information;
Figure 5 is a schematic representation of the sensor systems employed in an elevator
installation according to a further embodiment of the present invention;
Figure 6 is a signal flow diagram showing how the signals derived from the sensor
systems of Fig. 5 are processed to derive safety-relevant shaft information; and
Figure 7 is an overview of the general system architecture of the embodiments of Figs.
1 to 6.
[0013] Fig. 1 illustrates an elevator installation according to a first embodiment of the
invention. The installation comprises a car 2 movable vertically along guide rails
(not shown) arranged within a hoistway 4. The car 2 is interconnected with a counterweight
8 by a rope or belt 10 which is supported and driven by a traction sheave 16 mounted
on an output shaft of a motor 12. The motor 12 and thereby the movement of the car
4 is controlled by an elevator controller 11. Passengers are delivered to their desired
floors through landing doors 6 installed at regular intervals along the hoistway 4.
The traction sheave 16, motor 12 and controller 11 can be mounted in a separate machine
room located above the hoistway 4 or alternatively within an upper region of the hoistway
4.
[0014] As with any conventional installation, the position of the car 4 within the shaft
4 is of vital importance to the controller 11. For that purpose, equipment for producing
shaft information is necessary. In the present example such equipment consists of
an absolute position encoder 18 mounted on the car 4 which is in continual driving
engagement with a toothed belt 20 tensioned over the entire shaft height. Such a system
has been previously described in
EP-B1-1278693 and further description here is therefore thought to be unnecessary. A magnet 24
is mounted at each landing level of the shaft 4 principally for calibration purposes.
On an initial learning run the magnets 24 activate a magnetic detector 22 mounted
on the car 4 and thereby the corresponding positions recorded by the absolute position
encoder 18 are registered as landing door 6 positions for the installation. As the
building settles, the magnets 24 and the magnetic detector 22 are used to readjust
these registered positions accordingly. All non-safety-relevant shaft information
required by the controller 11 can then be derived directly from the absolute position
encoder 18.
[0015] A conventional installation would further include an overspeed governor to mechanically
actuate safety gear 28 attached to the car 4 if the car 4 travels above a predetermined
speed. As is apparent from Fig. 1, this is not included in the present embodiment.
Instead, an incremental pulse generator 26 is provided on the traction sheave 26 to
continually detect the speed of the traction sheave. Alternatively the incremental
pulse generator 26 could be mounted on the shaft of the motor 12. Indeed many motors
12 used in these elevator applications already incorporate an incremental pulse generator
26 to feedback speed and rotor position information to a frequency converter powering
the motor 12. The incremental pulse generator 26 provides accurate information on
the rotation of the traction sheave 16. A pulse is generated every time the traction
sheave 16 moves through a certain angle, and accordingly the frequency of the pulses
provides a precise indication of the rotational speed of the traction sheave 12.
[0016] The principle behind the present embodiment is to use the incremental pulse generator
26, absolute position encoder 18 and magnetic detector 22 (the three independent,
single-channel sensor systems) to provide all the required shaft information, not
just the non-safety-relevant shaft information.
[0017] As shown specifically in Fig. 2, the signals derived from the three independent,
single-channel sensor systems 18, 22 and 26 are initially supplied to a data verification
unit 30. Therein the signals from the incremental pulse generator 26 and the absolute
position encoder 18 are submitted to a consistency examination in modules 32 to ensure
that they are not erratic. If either of the signals is determined to be erratic, then
the corresponding module 32 initiates an emergency stop by de-energizing the motor
12 and actuating a brake 14 connected to the motor 12. The module 32 may also provide
an error signal to indicate that the sensor it is examining is faulty.
[0018] A position comparator 34 receives as its inputs the positional signal X
SM from the magnetic detector 22 and an examined position signal X
ABS derived from the absolute position encoder 18. Furthermore, the examined speed signal
X'
IG derived from the incremental pulse generator 26 is fed through an integrator 33 and
the resulting signal X
IG is also input to the position comparator 34.
[0019] Within the position comparator 34, the position signal X
IG derived from the incremental pulse generator 26 and the position signal X
ABS from the absolute position encoder 18 are calibrated against the positional signal
X
SM from the magnetic detector 22. The main difference between the incremental pulse
generator 26 and the absolute position encoder 18 is that whereas the incremental
pulse generator 26 produces a standard pulse on every increment, the absolute position
encoder 18 produces a specific, unique bit pattern for every angle increment. This
"absolute" value does not require a reference procedure as with the incremental pulse
generator 26. Hence, although the shaft magnets 24 and the magnetic detector 22 are
used to readjust the registered landing door 6 positions as recorded by the absolute
position encoder 18, once the building has settled it will be understood that the
absolute position encoder 18 knows all door positions with a high degree of accurately
and no further calibration with the magnetic detector 22 is therefore required. The
incremental pulse generator 26 on the other hand requires continual calibration with
the magnetic detector 22 because the magnetic detector 22 indicates car position whereas
the signal from incremental pulse generator 26 is used to indicate traction sheave
position and any slippage of the rope or band 10 in the traction sheave 16 will automatically
throw the incremental pulse generator 26 out of calibration with the actual car position.
This calibration is carried out in the position comparator 34 each time the magnetic
detector 22 on the car 4 senses a shaft magnet 24.
[0020] Other than the calibration processes outlined above, the main purpose of the position
comparator 34 is to continually compare the position signal X
IG derived from the incremental pulse generator 26 with the corresponding position signal
X
ABS from the absolute position encoder 18. If the two signals differ by for example one
percent or more of the entire shaft height HQ, then an emergency stop is initiated
by de-energizing the motor 12 and actuating the brake 14. In some rare instances,
for example if the rope 10 has broken, this emergency stop will not be sufficient
to stop the car 4. In such situations the position comparator 34 monitors acceleration
signals X"
IG and X"
ABS derived by feeding the signals from the incremental pulse generator 26 and the absolute
position encoder 18 through differentiators 35.to ensure that the car 2 decelerates
by at least 0.7 m/s
2. If not, the position comparator 34 electrically triggers the release of the safety
gear 28 (shown in Fig. 1) mounted on the car 2 so that it frictionally engages with
the guide rails and thereby brings the car 4 to a halt. The electrical release of
elevator safety gear is well known in the art as exemplified in
EP-B1-0508403 and
EP-B1-1088782.
[0021] Otherwise the condition represented in the equation below is satisfied and the signal
X
ABS from the absolute position encoder 18 having been verified against an independent
sensor signal X
IG can be used as a safety-relevant position signal
X. 
[0022] Although the following description details specifically how the safety-relevant position
signal
X is used to supervise the safety of the elevator, it will be appreciated that the
signal
X can be, and is, used additionally to provide the controller 11 with the required
hoistway information.
[0023] The data verification unit 30 also includes a speed comparator 36 wherein the examined
speed signal X'
IG derived from the incremental pulse generator 26 is taken as an input. The examined
signal from the absolute position encoder 18 is fed through a differentiator 35 to
provide a further input X'
ABS representing speed. The two speed values X'
IG and X'
ABS are continually compared with each other in the speed comparator 36 and should they
deviate by more than five percent an emergency stop is initiated by de-energizing
the motor 12 and actuating the brake 14. At approximately two seconds after initiating
the emergency stop, the speed comparator 36 releases the safety gear 28.
[0024] Otherwise the conditions represented in both of the equations below are satisfied
and the signal X'
ABS derived from the absolute position encoder 18 having been verified against an independent
sensor signal X'
IG can be used as a safety-relevant speed signal
X'. 
[0025] As with the safety-relevant position signal
X, the safety-relevant speed signal
X' can be fed to the controller 11 to provide the required hoistway information as well
as being used to supervise the safety of the elevator.
[0026] The signal X
SM from the magnetic detector 22 is fed into a safety supervisory unit 38 together with
the safety-relevant position signal
X from the position comparator 34 and the safety-relevant speed signal
X' from the speed comparator 34. These safety-relevant signals X and X' are continually
compared with nominal values stored in position and overspeed registries 39. If, for
example, the safety-relevant speed signal
X' exceeds the nominal overspeed value, the safety supervisory unit 38 can initiate
an appropriate reaction. Additionally, the safety supervisory unit 38 is supplied
with conventional information from door contacts monitoring the condition of the landing
doors 6 and from the car door controller or car door contacts. If an unsafe condition
occurs during operation of the elevator the safety supervisory unit 38 can initiate
an emergency stop by de-energizing the motor 12 and actuating the brake 14 and, if
necessary, releasing the safety gear 28 to bring the car 4 to a halt.
[0027] During installation, the elevator car 4 is sent on a learning journey during which
the technician moves the car 4 at a very low speed (e.g. 0.3 m/s). As the car 4 moves
past the landing doors 6, the associated shaft magnets 24 are detected by the car
mounted magnetic sensor 22 and the safety supervisory unit 38 acknowledges each of
these positions by registering the corresponding verified position signal
X derived from the absolute position encoder 18 into the appropriate registry 38. Furthermore,
a zone of ± 20 cm from each magnet 24 is registered as the door opening zone in which
the doors 6 can safely commence opening during normal operating conditions of the
elevator installation. The uppermost and lowermost magnets 24 mark the extremes in
the car travel path and from these the overall travel distance or shaft height HQ
can be calculated. The maximum permissible speed curves (maximum nominal speed depending
on the position of the car 2) can then be defined and recorded into the appropriate
registry 38.
[0028] As mentioned previously, the continual comparison of signals derived from the three
sensor systems within the data verification unit 30 as well as the consistency examination
of the signals from the incremental pulse generator 26 and the absolute position encoder
18 ensure that a fault with any of the sensor systems can be identified quickly and
an emergency stop initiated. Furthermore, if the data verification unit 30 detects
a significant amount of rope slippage by means of the comparators 34 and 36, it immediately
initiates an emergency stop. If the emergency stop fails to retard the car 2 sufficiently,
the position comparator releases the safety gear 28.
[0029] The safety supervisory unit 38 detects faults in the operation of the controller
11. If the controller permits the car 2 to travel at too great a speed, a comparison
within the safety supervisory unit 38 of the safety-relevant speed signal
X' from the data verification unit 30 with the overspeed registry 39 will identify the
fault and the safety supervisory unit 38 can initiate an emergency stop.
[0030] Figs. 3 and 4 show a second embodiment of the present invention in which the shaft
magnets 24 and magnetic detector 22 of the previous embodiment have been replaced
with conventional zonal flags 44 symmetrically arranged 120 mm above and below each
landing floor level together with an optical reader 42 mounted on the car 2 to detect
the flags 44. Additionally, the absolute position encoder 18 has been replaced by
an accelerometer mounted on the car 4.
[0031] Within the data verification unit 46 of the present embodiment, the signal X
IG derived from the incremental pulse generator 26 is compared with and calibrated against
the position signal X
ZF from the optical reader 42. The distance ΔX
ZF between successive flags 44 is recorded and compared to the corresponding distance
ΔX
IG derived from the incremental pulse generator 26. If this comparison gives rise to
a deviation in the two distances of two percent or more then an emergency stop is
initiated by de-energizing the motor 12 and actuating the brake 14. Furthermore, the
deceleration of system is monitored after the emergency stop has been initiated to
ensure that (at least one of) the signals derived from both the incremental pulse
generator 26 and the accelerometer 18 show a deceleration of at least 0.7 m/s
2, indicating that the emergency stop is sufficient to bring the car 2 to a halt. If
not, safety gear 28 (shown in Fig. 1) mounted on the car 2 is released to frictionally
engage with the guide rails and thereby bring the car 4 to a halt.
[0032] Otherwise the condition represented in the equation below is satisfied and the signal
X
IG derived from the incremental pulse generator 26 having been verified against an independent
sensor signal X
ZF can be used as a safety-relevant position signal
X. 
[0033] The data verification unit 46 also includes a speed comparator 50 wherein the examined
speed signal X'
IG derived from the incremental pulse generator 26 is taken as an input. The signal
X"
Acc from the accelerometer 40 is fed through an integrator 33 to provide a further input
X'
Acc representing the vertical speed of the car 2. The two speed values X'
IG and X'
Acc are continually compared with each other in the speed comparator 50 and should they
deviate by more than five percent an emergency stop is initiated by de-energizing
the motor 12 and actuating a brake 14. As in the previous embodiment, At approximately
two seconds after initiating the emergency stop, the speed comparator 36 releases
the safety gear 28.
[0034] Otherwise the conditions represented in both of the equations below are satisfied
and the signal X'
IG derived from the incremental pulse generator 26 having been verified against an independent
sensor signal X'
Acc can be used as a safety-relevant speed signal
X'. 
[0035] The acceleration signal X"
Acc from the accelerometer 40 is fed into a safety supervisory unit 52 together with
the safety-relevant position signal
X from the position comparator 48 and the safety-relevant speed signal
X' from the speed comparator 50. If an unsafe condition occurs during operation of the
elevator the safety supervisory unit 38 can initiate an emergency stop by de-energizing
the motor 12 and actuating the brake 14 and, if necessary, activate the safety gear
28 to bring the car 4 to a halt.
[0036] Figs. 5 and 6 show an existing elevator installation which has been modified in accordance
with yet a further embodiment of the present invention. The existing installation
includes a conventional overspeed governor which is an established and reliable means
of sensing the speed of the elevator car 2. The governor has a governor rope or cable
54 connected to the car 2 and deflected by means of an upper pulley 56 and a lower
pulley 58. In the conventional system, the upper pulley 56 would house the centrifugal
switches set to activate at a predetermined overspeed value for the car 2. In the
present embodiment these switches are replaced by an incremental pulse generator 60
mounted on the upper pulley 56.
[0037] The processing of the information received from the pulley incremental pulse generator
60, the traction sheave incremental pulse generator 26 and the optical reader 42 is
the same as in the previous embodiments in that the signals are verified and compared
in a data verification unit 62 to supply a safety-relevant position signal
X and a safety-relevant speed signal
X' to a safety supervisory unit 68.
[0038] Fig. 7 is an overview of the system architecture of the previously described embodiments.
Three independent single-channel sensor systems are connected to a safety monitoring
unit which in the embodiments hitherto described comprises a data verification unit
and a safety supervision unit. The safety monitoring unit derives safety-relevant
positional and speed information which it uses to bring the elevator into a safe condition
by de-energising the motor, activating the brake and/or activating the safety gear.
[0039] The brake need not be mounted on the motor, but could form a partial member of the
safety gear. If the safety gear consists of four modules, then normal braking could
for example be instigated by actuating two of the four modules.
[0040] In all of the described embodiments of the invention it will be understood that the
signals derived from the data verification units and the safety supervision units
can be used to provide the necessary shaft information for the elevator controller
11 as well as performing the safety-relevant objectives for the elevator.
[0041] Furthermore, it will be appreciated that the invention is equally applicable to hydraulic
elevator installations as to traction installations.